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  • Error processing temporary contacts.

    We're facing a somewhat new error when processing a Temporary Contact. Please see the error in the image "Screen Shot 2019-01-18 at 11.45.37 PM.png". Could you help us investigate the problem? The org ID is 00D1a000000HQnx and I already granted you account login access.

    Thanks so much!
    JCastillo
    Attached Files

  • #2
    Good day @jcastillo

    Sorry, but the image you have provided is PNG and this forum does not show it in full scale. I only see a thumbnail. Would you please post this as a JPG so we can review? Also, please share the order numbers as well the ContactID you would like to merge with so that we can review it.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
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    Comment


    • #3
      Hi!
      Apologies! I thought I added a link for you to go directly to our Temporary Contacts page. I've extended your Account Login Access so please help yourself and check the page at https://sforce.co/2FP34f5. The contact names are Justine Reeves and Marfo Phyllis.

      TC-7582 - 32291-1901161032193217137
      TC-7581 - 32291-1901161032193217137
      TC-7579 - 32291-1901160906317223310
      TC-7578 - 32291-1901160906317223310

      Thank you!

      Comment


      • #4
        Good day @jcastillo

        We reviewed and found that the following custom rule you have set is causing issues while processing temp contact:

        Click image for larger version

Name:	Custom rule.jpg
Views:	77
Size:	110.6 KB
ID:	44450

        Please review/deactivate the above rule and try to process the temp contacts.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

        Comment


        • #5
          Hi,

          Circling back o this post, is there a workaround to avoid duplicate contacts without facing the above-mentioned error?
          If we can turn on the "Custom Rule for Contacts with Duplicates" without having issues with processing temporary contacts that would be really helpful.

          Thanks in advance!

          Best,
          JC

          Comment


          • #6
            Good day @jcastillo

            The custom validations will cause issues when processing temp contacts. Basically our Contact & Account settings are designed to avoid duplicates. In our system, it is impossible to create duplicate contacts if the system is set to "Semi-automatic" contact creation. If the system didn't match the criteria you have defined under settings then the contact will NOT process and stay in temporary contact to review and process by Admin.

            Please review the following KB article: https://support.clickandpledge.com/s...tacts--account

            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
            Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

            Comment


            • #7
              Hi,

              I'm trying to find a way to exclude C&P in the matching criteria above so I can turn this on.
              Do you have suggestions?

              Thanks!

              Comment


              • #8
                Please note that the contact is in Temp Contacts and you may choose to merge with existing record with no issues but in case of a new contact, Salesforce is matching the existing records and we have no way to bypass the validation rule of Salesforce Duplicate Matching Rule hence you need to uncheck the matching rule in your custom validation rule in Salesforce.
                Regards,
                Click & Pledge Support Department

                On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                Join us @ the educational webinars: https://clickandpledge.com/webinars/
                Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                Comment


                • #9
                  Hi,
                  I just want to circle back on this post since the need of turning on our Contact Duplicate Rule is becoming a necessity to mitigate and prevent duplicate records in our org, is there now any way to turn this setting on in our org without jeopardizing any of click and pledge processes?
                  Thank you!

                  Comment


                  • #10
                    jcastillo

                    Please note - it is very important that we know what is going on.

                    The issue is NOT a Click & Pledge issue. Let's see why I say this.

                    We are creating a contact and Salesforce blocks us. If Salesforce does not stop us creating a contact we have no issues with any apps. We have seen our clients set duplicate conditions set for first and last name duplicates and then another John Smith signs up with a different email.

                    I hope you see the problem. We simply create a contact as we are instructed to and Salesforce generates error and blocks us. How do you think we can move forward with creating when the conditions set for duplicate management blocks us?

                    We have clients that have 3000+ (believe me it is true) contacts with Brown last name. They had initially set duplicate alert on Brown last name.. soon they realized what is going on. It truly is not a C&P issue.

                    Again I hope you see the issue.. I wish there was something to do..
                    Regards,
                    Click & Pledge Support Department

                    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                    Join us @ the educational webinars: https://clickandpledge.com/webinars/
                    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                    Comment


                    • #11
                      You might work around the Duplicate Rule that installs with NPSP by cloning it, and adding a Condition that will stop the duplicate rule from firing when PaaS is processing a transaction.

                      Click image for larger version  Name:	2020-05-08_FRM NPSP Duplicate Rule.jpg Views:	0 Size:	127.0 KB ID:	53392

                      .
                      Regards,
                      Click & Pledge Support Department

                      On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                      Join us @ the educational webinars: https://clickandpledge.com/webinars/
                      Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                      Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                      Comment


                      • #12
                        Thank you, thank you! I knew there's a workaround. I surely will check this out.
                        Thanks again!

                        Comment

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